WSFS
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Wilmington Savings Fund Society’s Salesforce CRM Stock Holding History

Wilmington Savings Fund Society’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.65M Sell
23,267
-2,572
-10% -$452K 0.08% 175
2026
Q1 		$4.82M Sell
25,839
-4,316
-14% -$894K 0.12% 142
2025
Q4 		$7.99M Sell
30,155
-677
-2% -$168K 0.19% 101
2025
Q3 		$7.31M Sell
30,832
-7,175
-19% -$1.81M 0.18% 103
2025
Q2 		$10.4M Sell
38,007
-2,299
-6% -$615K 0.18% 103
2025
Q1 		$10.8M Sell
40,306
-6,736
-14% -$2.1M 0.2% 97
2024
Q4 		$15.7M Buy
47,042
+3,230
+7% +$1.03M 0.28% 75
2024
Q3 		$12M Buy
43,812
+3,021
+7% +$774K 0.22% 95
2024
Q2 		$10.5M Sell
40,791
-278
-0.7% -$74.4K 0.4% 64
2024
Q1 		$12.4M Buy
+41,069
New +$11.8M 0.47% 57
2023
Q3 		$8.41M Buy
41,486
+132
+0.3% +$28.5K 0.37% 74
2023
Q2 		$8.74M Sell
41,354
-942
-2% -$192K 0.36% 74
2023
Q1 		$8.45M Buy
42,296
+972
+2% +$164K 0.37% 70
2022
Q4 		$5.48M Sell
41,324
-1,010
-2% -$147K 0.25% 101
2022
Q3 		$6.09M Buy
42,334
+1,452
+4% +$246K 0.3% 89
2022
Q2 		$6.75M Buy
40,882
+20,156
+97% +$3.56M 0.31% 84
2022
Q1 		$4.4M Buy
20,726
+15,745
+316% +$3.39M 0.17% 121
2021
Q4 		$1.27M Sell
4,981
-33
-0.7% -$9.27K 0.05% 214
2021
Q3 		$1.36M Sell
5,014
-15
-0.3% -$3.81K 0.05% 209
2021
Q2 		$1.23M Sell
5,029
-25
-0.5% -$5.76K 0.05% 215
2021
Q1 		$1.07M Sell
5,054
-69
-1% -$15.4K 0.04% 220
2020
Q4 		$1.14M Sell
5,123
-162
-3% -$39.4K 0.05% 212
2020
Q3 		$1.33M Buy
5,285
+140
+3% +$30.6K 0.06% 194
2020
Q2 		$964K Sell
5,145
-180
-3% -$30.3K 0.05% 214
2020
Q1 		$766K Buy
5,325
+204
+4% +$35K 0.05% 215
2019
Q4 		$833K Hold
5,121
– – 0.04% 202
2019
Q3 		$760K Buy
5,121
+1,314
+35% +$200K 0.04% 201
2019
Q2 		$577K Buy
3,807
+195
+5% +$30.6K 0.03% 239
2019
Q1 		$572K Buy
3,612
+780
+28% +$121K 0.03% 236
2018
Q4 		$388K Buy
2,832
+36
+1% +$4.95K 0.02% 268
2018
Q3 		$444K Sell
2,796
-32
-1% -$4.75K 0.02% 266
2018
Q2 		$386K Hold
2,828
– – 0.02% 274
2018
Q1 		$329K Buy
2,828
+45
+2% +$5.17K 0.02% 275
2017
Q4 		$285K Hold
2,783
– – 0.02% 296
2017
Q3 		$260K Buy
2,783
+183
+7% +$16.8K 0.01% 296
2017
Q2 		$225K Hold
2,600
– – 0.01% 313
2017
Q1 		$214K Buy
+2,600
New +$208K 0.01% 312
2016
Q3 		– Sell
-2,600
Closed -$206K – 335
2016
Q2 		$206K Sell
2,600
-114
-4% -$8.95K 0.01% 318
2016
Q1 		$200K Sell
2,714
-312
-10% -$21.5K 0.01% 330
2015
Q4 		$237K Sell
3,026
-40
-1% -$3.12K 0.01% 312
2015
Q3 		$213K Hold
3,066
– – 0.01% 327
2015
Q2 		$213K Buy
+3,066
New +$218K 0.01% 332

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wilmington Savings Fund Society's CRM Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its Salesforce (CRM) stake by 10% in Q2 2026, selling an estimated $452K and leaving 23,267 shares worth $3.65M. The position accounts for 0.08% of the portfolio, ranked #175.

Wilmington Savings Fund Society first reported a position in CRM in Q2 2015 and has held it in 42 quarters since. The position peaked at $15.7M in Q4 2024. 896 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Wilmington Savings Fund Society held 23,267 shares of Salesforce worth $3.65M as of Q2 2026.
  • Wilmington Savings Fund Society sold 2,572 Salesforce shares in Q2 2026, an estimated $452K.
  • Salesforce made up 0.08% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #175 holding.
  • Wilmington Savings Fund Society first reported a position in Salesforce in Q2 2015 and has held it in 42 quarters since.
  • Wilmington Savings Fund Society's Salesforce position peaked at $15.7M in Q4 2024.
  • 896 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.